QuickBooks 2014: The Missing Manual

Chapter 12. Transaction Timesavers

QuickBooks can zip you through the two basic ways of producing and distributing invoices and other forms: on paper and electronically. Within those two camps, you can choose to produce and send forms as soon as you complete them or place them in a queue to process in batches. For sporadic forms, it’s easier to print or email them as you go. But when you generate dozens or even hundreds of sales orders, invoices, statements, or checks, printing and emailing batches is a much better use of your time.

If you have workhorse transactions that you enter again and again, QuickBooks can memorize them and then fill in most, if not all, of the fields in future transactions for you. For transactions that happen on a regular schedule—like monthly customer invoices or vendor bills—the program can remind you when it’s time to record the transaction, or even add the transaction without any help from you. You can also memorize transactions that you use occasionally, such as estimates, and call on them only when you need them.

QuickBooks’ search features can help you track down financial info, which you can appreciate if you’ve ever hunted frantically for a transaction. Whether you want to correct a billing problem on a customer’s invoice, check whether you paid a vendor’s bill, or look for the item you want to add to an estimate, QuickBooks gives you several ways to search. You can look for different types of transactions within various date ranges in the Customer, ...